Pre-application matters

Pre-application matters guidance:

The need for a grant The production of a grant of probate or letters of administration is usually necessary to establish the right to recover or receive any part of the...

Practice Note

[insert name and address of beneficiary] [insert date] Dear [insert name of beneficiary] The late [name of deceased] [We OR I] regret to inform you of the death of the...

Precedents

[insert name of beneficiary] [insert address of beneficiary] [insert date] Dear [insert name of beneficiary] The late [name of deceased] also known as [enter other name...

Precedents

[insert name of beneficiary] [insert address of beneficiary] [insert date] Dear [insert name of beneficiary] The late [name of deceased] [also known as [enter other name...

Precedents

This document provides general guidance on the immediate steps following a death and introduces the probate procedure for non-professional personal representatives and...

Precedents

ARCHIVED: This Precedent has been archived and is no longer maintained as oaths were replaced by statements of truth from 27 November 2018 under changes introduced by the...

Precedents

Coronavirus (COVID-19): As announced on 17 April 2020, the President of the Family Division, Sir Andrew McFarlane, has authorised District Probate registrars to allow...

Practice Note

Role of the court The High Court has jurisdiction in relation to probates and letters of administration, in particular all contentious and non-contentious jurisdiction...

Practice Note

[enter name of relevant council] [enter address of relevant council] [enter date] Dear [insert organisation name] The late [name of deceased] Council Tax Reference Number...

Precedents

National Processing Centre Royal Mail Redirections Centre PO Box 944 Stoke on Trent ST1 5DB [enter date] Dear [insert organisation name] The late [name of deceased]...

Precedents

[name of client] [address of client] [insert date] Dear [name of client] Re: [enter name of deceased]—deceased The papers to obtain the Grant of Representation to the...

Precedents

Dear [name of client] Estate of [name of deceased] deceased As discussed, the papers to report the inheritance tax due in the estate and to obtain the grant of [probate...

Precedents

[enter name] [enter address] Dear [[insert organisation name] OR [name of accountant]] The late [name of deceased] National insurance Number: [enter national insurance...

Precedents

[enter bank name] [enter bank address] Dear [insert organisation name] The late [name of deceased] Account[s] number[ed]: [enter joint account number(s)]. Address: [enter...

Precedents

[enter bank name] [enter bank address] Dear [insert organisation name] The late [name of deceased] Account(s) number(ed): [enter account number(s)]. I regret to inform...

Precedents

[enter building society name] [enter building society address] Dear [insert organisation name] The late [name of deceased] Account[s] number[ed]: [enter account...

Precedents

[enter name and address of the insurer] [enter date] Dear [insert organisation name] The late [name of deceased] Policy Number [enter policy number] [We are OR I am]...

Precedents

[enter name of chartered surveyor] [enter address of chartered surveyor] Dear [insert organisation name] The late [name of deceased] Property: [enter address of deceased]...

Precedents

[name of client] [address of client] [insert date] Dear [name of client] Re: [name of deceased] deceased [We OR I] have now obtained the Grant of [Probate OR Letters of...

Precedents

STOP PRESS: This Precedent is being reviewed in light of the introduction of application forms for practitioners applying for probate or letters of administration by post...

Precedents

[enter name card company] [enter address of card company] [enter date] Dear [insert organisation name] The late [name of deceased] Ref: [enter account number or details...

Precedents

[enter name of employer] [enter address of employer] [enter date] Dear [insert organisation name] The late [name of deceased] [We are OR I am] instructed by the personal...

Precedents

[enter company name] [enter company address] Dear [insert organisation name] The late [name of deceased] Account[s] number[ed]: [enter account number] Address: [enter...

Precedents

[enter name of estate agent] [enter address of estate agent] Dear [insert organisation name] The late [name of deceased] Property: [enter address of deceased] [We are OR...

Precedents

[enter company name] [enter company address] Dear [insert organisation name] The late [name of deceased] Account[s] number[ed]: [enter account number(s)] Address: [insert...

Precedents

[HM Revenue & Customs Self Assessment PO Box 4000 Cardiff CF14 8HR OR HM Revenue & Customs Pay As You Earn PO Box 1970 Liverpool L75 1WX] [enter date] Dear [insert...

Precedents

[enter name of broker] [address of broker] [enter date] Dear [insert organisation name] The late [name of deceased] Policy Number: [enter policy number] Property: [enter...

Precedents

[enter name of the insurer] [enter address of the insurer] [enter date] Dear [insert organisation name] The late [name of deceased] Policy number [enter policy number]...

Precedents

[enter name of the insurer] [enter address of the insurer] [enter date] Dear [insert organisation name] The late [name of deceased] Policy Number [enter policy number]...

Precedents

[name of Bank/Building Society] [address of Bank/Building Society] Dear [insert organisation name] Re: [insert name of deceased] [We are OR I am] instructed by [insert...

Precedents
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